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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,156 | $167,533+51.7% | $151,645+67.6% | $134,545+88.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.24% | 7.81%-12.1pp | 3.34%-7.6pp | 418.37%-422.6pp |
| Employer contribution / active EE | $13,822 | $6,828+102.4% | $6,165+124.2% | $4,742+191.5% |
| Participant deferral / active EE | $8,226 | $8,985-8.5% | $8,363-1.6% | $6,401+28.5% |
| Admin fee / account holder | $236 | $13,781-98.3% | $11,614-98.0% | $11,431-97.9% |